Michael Livermore

Michael has been in the financial services industry since 1991 and joined Merrill Lynch in 1993. His focus is on developing strategies and recommendations for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals. Michael's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, estate planning services and philanthropy.

• Markets
  Stockton/Modesto
• Company Website
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